IAM

Infusive Asset Management Portfolio holdings

AUM $224M
1-Year Est. Return 18.21%
This Quarter Est. Return
1 Year Est. Return
+18.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$238M
AUM Growth
-$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$22M
2 +$2.68M
3 +$1.75M
4
ETSY icon
Etsy
ETSY
+$87K
5
MELI icon
Mercado Libre
MELI
+$44.5K

Top Sells

1 +$36.6M
2 +$33.3M
3 +$28.6M
4
PYPL icon
PayPal
PYPL
+$27.9M
5
V icon
Visa
V
+$26.7M

Sector Composition

1 Consumer Discretionary 52.16%
2 Consumer Staples 26.79%
3 Communication Services 18.66%
4 Financials 1.42%
5 Technology 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
0